The longest month in the year is over….finally.
August is typically a vacation month but The Global Investor Newsletter didn’t stop providing content.
It was a great month and we are very happy with some of the highlights:
We welcomed almost 1,000 new readers (+53% MoM growth)
We uploaded 5 new articles from which 4 were company-specific articles and 1 was an article on a broader investment topic
We also saw increased engagement both in the number of likes and the number of comments
This brief article is aimed at those readers who might have missed some of this content as they were enjoying some well deserved holidays!
Although we were not able to upload a similar recap article in July, you can expect these monthly recaps now that everything has settled.
Remember that if you want to receive the content directly into your email, you must subscribe using the following link:
Let’s get started!
As many of you may know, August kicked off with a radical change to the newsletter. This newsletter was previously known as The Deep Dive Newsletter and was run exclusively by Invesquotes but August welcomed a complete rebranding and change of scope thanks to the incorporation of BuyAndHold.
All of the details can be found in this article:
One day after announcing these changes, B&H published his first deep dive. The chosen company was JD.com, one in which B&H has high conviction and owns a significant portion of his portfolio in.
This marks a new phase on the newsletter (thus the name change), in which we hope to release more pieces on companies from all around the world.
The deep dive provides almost everything you need to know about the company, you can read it here:
In this article, Invesquotes reviewed Teladoc’s Earnings to try and find the reason why the market reacted badly (once again) to apparently great earnings. Apparently the main bear case for Teladoc is that it’s dead money in 2021 which is something great to see as a long term investor (not the dead money, but the fact that this is the main bear case).
Invesquotes also included a link to a thread he uploaded to his twitter account on Pinterest’s Earnings:
One of the most talked about topics of August was the Chinese Crackdown, and the impacts that come with it. That was also the context of the ER that sets a new era for Alibaba.
Once again, B&H demonstrated his deep understanding of the Chinese landscape with this Earnings Digest on Alibaba’s quarterly results.
Even though he holds a considerable position on the company, the article showed all the potential risks of holding Alibaba and things that any investor should look out for in the coming quarters:
The second deep dive of the month was one on Digital Turbine. In this article, Invesquotes addressed everything you need to know about the company and the potential downside and upside going forward.
The comments section in this article is also great as many investors jointly discussed the potential risks for the company. You can read the full thing here:
Last but not least, both Invesquotes and BuyAndHold decided to jointly write an article on why it’s ok to be wrong when you invest. Both also shared some of their investing mistakes. You can read the full article here:
Although the focus of the newsletter are company-specific articles, you can expect to find articles on broader investment topics such as this one from time to time.
With this, we get to the end of this month’s content review.
Just to give some quick updates, Invesquotes and BuyAndHold continue to work on the combined deep dive on Farfetch and expect to upload it as soon as possible!
Stay well!
IQ and B&H